Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Oro-alpha compounders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
2.98%
6 Months
19.62%
−0.13%
1 Year
12.19%
−2.80%
3 Years
23.51%
13.20%
5 Years
13.96%
—
Since Inception
23.13%
13.51%
Fund Age
6 yrs 7 mo
3 yrs 8 mo
AUM
₹2,332.81 Cr
₹30.6 Cr
Alpha – 1 Year
9.21%
−5.78%
Alpha – 3 Years
11.63%
1.30%
Information Ratio – 3 Years
0.83
0.16
Volatility – 1 Year
26.11%
16.62%
Volatility – 3 Years
21.82%
16.99%
Beta – 1 Year
1.32
0.93
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.33
-0.42
Sharpe Ratio – 3 Years
0.83
0.50
Worst Rolling Year
12.50%
13.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−24.27%
−20.23%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
L 44% · M 26% · S 17%
Number of Stocks
33
24
Portfolio P/E
52.72
32.10
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%